Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFAZX (TFA Tactical Income Fund Class I) | 2.36% | 7.88% | 3.61% | -0.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFAZX (TFA Tactical Income Fund Class I) | 06/10/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 7.88 | 3.61 | -0.19 | NA | NA | NA | … | … | 2.36 | 5.78 | 0.78 | -0.20 | -9.93 | 5.85 | 1.98 | 4.55 |
| Sharpe Ratio | NA | 1.09 | 0.09 | -0.50 | NA | NA | NA | … | … | 0.51 | 0.58 | -0.62 | -0.65 | -2.42 | 0.73 | 0.15 | 1.29 |
| Standard Deviation(%) | NA | 4.94 | 4.99 | 5.28 | NA | NA | NA | … | … | 5.47 | 5.06 | 4.59 | 5.98 | 4.72 | 7.95 | 11.50 | 5.38 |
| Draw Down(%) | NA | 3.84 | 5.60 | 16.73 | NA | NA | NA | … | … | 3.84 | 4.81 | 3.61 | 10.51 | 11.63 | 5.07 | 17.69 | 2.85 |
| Yield(%) | 0.00 | 2.24 | 2.51 | 3.76 | 2.35 | 1.57 | 1.18 | … | … | 0.00 | 2.25 | 2.37 | 2.94 | 0.88 | 14.85 | 0.05 | 0.65 |
Data as of 06/04/2026, Common starting date is 06/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFAZX (TFA Tactical Income Fund Class I) |
-4.02%
Apr 2021 – Apr 2024 |
-0.45%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFAZX (TFA Tactical Income Fund Class I) |
3.78%
Mar 2020 – Mar 2023 |
2.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart